Private Banking Account Manager - JBFS Israel

Tasks

The responsibilities of the Private Banking Account Manager include:

• Client Administration & Management: Ensuring that accurate, high-quality client relationship documentation is formalized and maintained to a high standard
• Operational Account Management: Professional handling of tasks and system alerts, as well as resolving issues in collaboration with the Relationship Manager (RM)
• Attending client meetings and preparing documentation and other materials
• Maintaining key client data in collaboration with the account manager to ensure strong client relationships
• Independent and professional interaction with clients in all aspects of account management
• Supporting the RM/TH in client relations and all related tasks

Business Management

The responsibilities in the area of business management include:

• Management of internal projects related to the RM's client relationships
• Resolving administrative issues and ensuring that all relevant systems are up to date
• Collecting and sharing relevant information, ideas, insights, and research findings with colleagues to improve processes and boost productivity and quality

Risk management & controls

The responsibilities in the area of Risk Management & Controls include:

• Support for risk management (first line of defense) by monitoring client documentation and reporting concerns
• Ensuring compliance with local regulations and internal guidelines and standards
• Timely, clear, and precise clarification of outstanding issues and assessment of deficiencies
• Ensuring ethical and compliant conduct within one's area of responsibility
• Ensuring that client interactions and client instructions are documented accurately, clearly, and comprehensively in the appropriate tools

Requirements

The requirements for the Private Banking Account Manager include:

Personal and social skills

• Excellent ability to adapt to different situations
• Friendly, trustworthy and discreet personality with high risk awareness
• Proactive and independent approach to work
• A positive, "can-do" attitude and an open-minded approach to challenges
• High service orientation and passion for client service
• Excellent communication skills and professional communication
• A team player with strong personal integrity and ethical conduct

Professional skills

• Familiarity with the non-cash market or the Israeli market and its legislation
• At least 5 years of experience as an Assistant Relationship Manager (ARM) or 3 years of experience as an ARM and a relevant advanced degree

We offer

We offer challenging and varied work in an international environment. We encourage continuous improvement and the rapid adaptation of processes. We provide a professional and supportive work environment where you can apply and further develop your skills and knowledge.